+42.6%
BEN vs ITUB
+31.4%
+11.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -3.1% | +2.2% | -5.3% | -3.7% |
| 30D | +0.2% | +12.6% | -12.4% | -3.2% |
| 3M | +6.8% | +6.4% | +0.4% | +4.8% |
| 6M | +38.1% | +0.6% | +37.5% | +36.9% |
| YTD | +44.3% | +18.8% | +25.5% | +38.4% |
| 1Y | +42.6% | +31.0% | +11.6% | +30.3% |
| All | +42.6% | +31.4% | +11.2% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ITUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling